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Your Money Line

Your Money Line

Private
Indianapolis, IndianaFinTechhttps://www.yourmoneyline.com/

Last Round

Series A

Aug 14, 2024

Total Funding Raised

$7.33M

Company Overview

Your Money Line is a financial wellness company that provides a platform offering personalized financial coaching, educational resources, and AI-powered financial management tools for employees.

Sector

FinTech

Verticals

Personal Finance, HR, Wealth Management

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial wellnessemployee benefitsfinancial coachingfinancial literacyB2B SaaSemployee retentionfintechpersonal financeHR techper employee per monthPEPMAI financial toolsworkplace wellnessmoney management appfinancial stress reductionbenefits platform

Historical Pricing

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Caplight Momentum Score

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Your Money Line Comps

Public and private peers based on sector, stage, and business model.

Your Money Line comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Your Money Line Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AAug 14, 2024
SeedSep 6, 2022

Key People

Founding team and executive leadership

Peter Dunn

Chief Executive Officer

Executive Team

Your Money Line Investors

Notable investors and investment history

Your Money Line investors
InvestorRounds
Gravity VenturesSeed
Elevate VenturesSeries A, Seed
Rehab IndustriesSeed
First Trust Capital PartnersSeries A
Ground Game VenturesSeed
Allos VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Oct 1, 2025

    Voted 'Best Place to Work in Indiana' for four consecutive years.

  • Aug 30, 2025

    Attended the Mark & Karen Alumni Reception for Orr Fellowship.

Your Money Line Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Your Money Line Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Your Money Line's valuation, stock price, and market status.

Firmographic Details

HeadquartersIndianapolis, Indiana
Employee Range43
Year Founded2017
Last FundingAug 14, 2024

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